Carleton Place Insurance Brokers is a proud member of the community, and is well-known to residents of Carleton Place. They provide general insurance including home, auto, business, farm, recreational, as well as life insurance and investments.

The experienced and knowledgable staff at CP Insurance Brokers would look forward to meeting you, and getting to know you and your insurance needs.

I began my banking career more than 30 years ago and worked for four institutions in Canada and England. Seeing the opportunity to work for the client, I am thrilled to celebrate my rebranding as a self-employed mortgage agent with Mortgage Brokers Ottawa.

I am an advocate for my clients and while utilizing my extensive background in personal finance, I promote financial independence and success for individuals, couples, and families as it applies to mortgage needs.

I am passionate about Canadian small business, women in business, and the financial success of our young people.

I am currently the President of the Carleton Place and District Chamber of Commerce and am honoured lead a strong Board in being the voice of business in the community. I work closely with many groups and organizations including the Town of Carleton Place, Women Entrepreneurs of Lanark and Leeds (Valley Heartland), and The Women’s Business Group. I thoroughly enjoy volunteering my time as a mentor for women with new or existing business.

It would be my pleasure to provide you with exceptional service for your mortgage needs. Please visit my website for testimonials from current clients.

At Liberty we keep things simple and take care of your tax needs. Service is in our name, and it’s what we deliver. Local ownership means that at Liberty you’ll find tax preparers who live in your community and who make the experience worth repeating, year after year.

Since 1997, millions of Canadians have trusted Liberty to handle their yearly interaction with the CRA. Our tax preparers are supported by cutting edge tax software. They will get you the maximum refund, fast. Their accuracy and your satisfaction are guaranteed.

Residential and Commercial Mortgages

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, we serve the diverse needs of some 21 million customers in more than 55 countries.